Position in ED
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,057,435
+$987,537 QoQ
Shares Held
54,754
+22.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#244
of 1,421 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $85,525,291 across 41 Utilities - Regulated Electric names. ED ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
76,958 | $10,528,623 | |
| 2 | SO |
Southern Co
|
99,526 | $9,524,116 | |
| 3 | NEE |
Nextera Energy Inc
|
83,111 | $7,294,652 | |
| 4 | DUK |
Duke Energy CORP
|
52,478 | $6,642,665 | |
| 5 | ED |
Consolidated Edison Inc
This page
|
54,754 | $6,057,435 | |
| 6 | D |
Dominion Energy, Inc
|
83,212 | $5,682,547 | |
| 7 | EIX |
Edison International
|
75,192 | $5,598,044 | |
| 8 | ES |
Eversource Energy
|
67,933 | $4,909,517 |
All Filings in ED
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,057,435 | 54,754 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,069,898 | 44,795 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,308,594 | 23,244 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,813,226 | 37,935 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,726,999 | 37,140 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,465,734 | 40,381 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,846,169 | 43,104 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,620,560 | 44,373 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,996,805 | 44,697 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,001,451 | 44,064 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,052,076 | 44,543 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,886,739 | 45,443 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $4,106,962 | 45,431 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $4,219,334 | 44,103 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,894,572 | 19,878 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,667,603 | 19,445 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,538,908 | 16,182 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,553,225 | 16,405 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,475,780 | 17,297 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,394,453 | 19,210 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $871,398 | 12,150 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $890,793 | 11,909 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $856,688 | 11,854 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $784,457 | 10,083 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $442,657 | 6,154 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $493,740 | 6,330 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||